Setup advice type

You can filter the content displayed on the Dashboard using the Advice Type field in the upper left corner of the dashboard. When a particular advice type is selected, you will see only widgets and items relevant to that selection.

To learn more about each advice type, select SetupSet preferences, then Dashboard and mouse-over each title to view additional details.

Note: The custom dashboard is unique to each individual login for Advisory.

  1. In the Advisory Dashboard, select the Advice Type
  2. Select the service for which you want to view relevant news, bulletins, and calculators.
  3. To remove unwanted items from the list of choices in the Advice Type field, select Setup, then Set preferences >
  4. Select Dashboard, then Disable.

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